Senior Salesforce Platform Manager at StepStone Group

Fredericton, New Brunswick, Canada

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Recruitment, Technology, AdvertisingIndustries

Requirements

Deep understanding of Salesforce’s capabilities
Experience in Salesforce operations, maintenance, implementation, and configuration
Ability to serve as subject matter expert and guide strategic decision-making
Technical leadership and support skills to drive platform adoption and user effectiveness
Proficiency in leveraging data-driven insights for process optimization
Knowledge of Salesforce trends, tools, best practices, and certifications
Expertise in managing complex Salesforce integrations (e.g., CPQ, Appcast Portal, Hubspot, Outreach, ZoomInfo, LeanData)
Skills in data integrity, security, compliance, and data governance

Responsibilities

Execute long-term comprehensive Salesforce strategy aligned with company objectives
Lead Salesforce-related projects from scoping, planning to execution
Serve as primary point of contact for Salesforce initiatives, gathering requirements and providing solutions across departments
Evaluate and recommend Salesforce products and features for productivity, efficiency, and customer engagement
Provide training and support to end-users
Stay updated with Salesforce trends and ensure team certifications/training
Lead implementation, configuration, and optimization of Salesforce workflows, processes, and integrations
Ensure data integrity, security, and compliance with legal and stakeholders
Partner with business units (Financial Operations, IT, Product Development) to troubleshoot issues and drive synergies
Manage complex Salesforce integrations for seamless data flow and alignment
Drive implementation and alignment of Salesforce with other systems and data governance
Develop and manage dashboards, reports, and analytics in Salesforce
Monitor Salesforce performance and usage, providing data-driven recommendations
Collaborate with business units to define and track KPIs

Skills

Key technologies and capabilities for this role

SalesforceSalesforce PlatformSalesforce ConfigurationSalesforce ImplementationSalesforce MaintenanceSalesforce StrategyProject ManagementTechnical LeadershipBusiness Process OptimizationData Analysis

Questions & Answers

Common questions about this position

Is this role remote or on-site?

This is an on-site position.

What are the key responsibilities of the Senior Salesforce Platform Manager?

The role involves overseeing Salesforce operations, leading platform strategy and projects, serving as the point of contact for initiatives, implementing and optimizing Salesforce, and providing training and support to users.

What Salesforce expertise is required for this position?

A deep understanding of Salesforce’s capabilities is required, including platform strategy, implementation, configuration, optimization, integrations, and staying updated with trends, tools, best practices, and certifications.

What is the employment type for this job?

This is a full-time position.

What makes a strong candidate for this Senior Salesforce Platform Manager role?

Strong candidates will have deep Salesforce expertise, experience leading platform strategy and projects, ability to collaborate across departments like sales, marketing, and legal, and skills in training users and driving optimizations for business growth.

StepStone Group

Global private markets investment firm

About StepStone Group

StepStone Group manages a large amount of private capital, totaling over $91 billion, with around $24 billion in assets under management. The firm specializes in private markets, focusing on various investment strategies including private equity, infrastructure, real assets, real estate, and private debt. StepStone creates tailored investment portfolios for sophisticated investors by using a disciplined research approach that combines primary investments, secondary market purchases, and co-investments. This comprehensive strategy sets StepStone apart from competitors, as it emphasizes customization and thorough research to meet the specific needs of its clients. The goal of StepStone is to provide effective investment solutions that maximize returns for its clients.

New York City, New YorkHeadquarters

2007Year Founded

$8,091.2MTotal Funding

IPOCompany Stage

Venture Capital, Financial Services, Real EstateIndustries

501-1,000Employees

Benefits

Health Insurance

401(k) Retirement Plan

Mental Health Support

Paid Vacation

Wellness Program

Risks

AI-powered investment platforms may challenge StepStone's traditional strategies.

StepStone's cybersecurity involvement may increase exposure to cyber threats.

Shift towards AI-native platforms requires StepStone to adapt investment strategies.

Differentiation

StepStone Group offers customized exposure to private real estate investments.

The firm manages over US$91 billion in private capital allocations globally.

StepStone integrates primaries, secondaries, and co-investments in its portfolio strategies.

Upsides

Growing interest in AI solutions can enhance StepStone's investment strategies.

AI-driven risk management trends offer new opportunities for StepStone's portfolio.

Expansion in cybersecurity intelligence can improve StepStone's security measures.

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